Hannah Rebecca Sodicoff

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 06/2024 → 08/2025
  Middle East Media Research Institute
  Washington D.C, DC
• 08/2021 → 05/2025
  University Of Delaware
  Newark, DE
• 06/2024 → 08/2024
  Mentally United
  Denver, CO
• 06/2022 → 06/2024
  Urban Outfitters
  King Of Prussia, PA
• 08/2018 → 06/2021
  Spring-Ford Area High School
  Royersford, PA
• 08/2017 → 06/2018
  Spring Ford Area 9Th Grade Center
  Royersford, PA
• 08/2016 → 06/2017
  Spring-Ford Area 8Th Grade Center
  Royersford, PA

Exams

• S66 Uniform Combined State Law Examination
  2026-03-25

Other Names

• Hannah Sodicoff